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Building 2INSIGHT CAPITAL RESEARCH & MANAGEMENT INC

Map pinWALNUT CREEK, CA
Phone925-948-2000
NotebookSEC #801-34586
Total AUM
$205.4M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 NORTH CIVIC DRIVE
SUITE 190
WALNUT CREEK
CA 94596
United States
Operating Hours
6:30 A.M. TO 4:00 P.M.
Monday - Friday
Phone
925-948-2000

ReceiptFinancials

Total AUM
$205.4M
Accounts
255
Discretionary
$205.4M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
WRAP FEE PROGRAMS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACTDCFLGAIAIDILKSLAMAMDMIMOMSMTNCNDNENHNJNVNYOHOKORPAPRRISDTNTXUTVTWAWV

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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